Titus Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Titus Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$510K	Hold	1,469	–	–	0.26%	68
2022 Q1	$610K	Buy	1,469 +7	+0.5%	+$2.87K	0.27%	64
2021 Q4	$638K	Buy	1,462 +47	+3%	+$19.8K	0.29%	60
2021 Q3	$558K	Hold	1,415	–	–	0.29%	62
2021 Q2	$557K	Hold	1,415	–	–	0.3%	57
2021 Q1	$515K	Sell	1,415 -5	-0.4%	-$1.77K	0.3%	57
2020 Q4	$488K	Buy	1,420 +266	+23%	+$86.7K	0.3%	63
2020 Q3	$355K	Sell	1,154 -8	-0.7%	-$2.44K	0.25%	72
2020 Q2	$329K	Sell	1,162 -111	-9%	-$29.9K	0.26%	73
2020 Q1	$301K	Sell	1,273 -50	-4%	-$14K	0.28%	66
2019 Q4	$391K	Buy	1,323 +10	+0.8%	+$2.83K	0.39%	57
2019 Q3	$358K	Buy	+1,313	New	+$356K	0.33%	59
2019 Q2	–	Sell	-1,794	Closed	-$466	–	104
2019 Q1	$466	Buy	1,794 +75	+4%	+$18.7K	0.41%	49
2018 Q4	$395	Sell	1,719 -40	-2%	-$9.91K	0.34%	49
2018 Q3	$470K	Sell	1,759 -218	-11%	-$57K	0.41%	41
2018 Q2	$493K	Sell	1,977 -1,400	-41%	-$348K	0.53%	34
2018 Q1	$459K	Buy	3,377 +1,393	+70%	+$350K	0.44%	38
2017 Q4	$487K	Buy	+1,984	New	+$474K	0.55%	34

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Titus Wealth Management's VOO Position: Q2 2022 in Review

Titus Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2022 at 1,469 shares worth $510K. The position accounts for 0.26% of the portfolio, ranked #68.

Titus Wealth Management first reported a position in VOO in Q4 2017 and has held it in 18 quarters since. The position peaked at $638K in Q4 2021. 2,084 funds tracked by Wall St. Rank hold VOO as of Q2 2022.

Titus Wealth Management held 1,469 shares of Vanguard S&P 500 ETF worth $510K as of Q2 2022.
Titus Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2022.
Vanguard S&P 500 ETF made up 0.26% of Titus Wealth Management's portfolio in Q2 2022, its #68 holding.
Titus Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 18 quarters since.
Titus Wealth Management's Vanguard S&P 500 ETF position peaked at $638K in Q4 2021.
2,084 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.